Hi Partner!
Welcome to another bi-weekly webinar! In today's session, we've covered a variety of engaging topics:
the recent earnings reports for our portfolio companies;
past years’ volatility in valuation multiples for serial acquirers and our views on risk-adjusted returns going forward;
how to earn additional returns on low-cost basis stocks with well-defined portfolio overwriting
You can find the video and PDF material at the end of this post.